§ 13F · FUND PROFILE
Karani Asset Management LLC.
AUM · $139M (13F)Positions · 57Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 65K | $13M | 9.4% | +4% |
| 2 | AAPL | APPLE INC | 43K | $13M | 9.0% | +4% |
| 3 | GOOGL | ALPHABET INC | 31K | $11M | 8.0% | +3% |
| 4 | MSFT | MICROSOFT CORP | 22K | $8M | 5.9% | +3% |
| 5 | ASML | ASML HLDG NV | 3K | $6M | 4.6% | −21% |
| 6 | AMAT | APPLIED MATLS INC | 7K | $5M | 3.9% | −21% |
| 7 | CMI | CUMMINS INC | 7K | $5M | 3.5% | −7% |
| 8 | MA | MASTERCARD INCORPORATED | 9K | $5M | 3.3% | +2% |
| 9 | AMD | ADVANCED MICRO DEVICES INC | 8K | $5M | 3.2% | +9% |
| 10 | STLD | STEEL DYNAMICS INC | 18K | $4M | 2.9% | −23% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KARANI SIGNAL
AC read
Karani Asset Management LLC is a Other fund managing $139 million in assets. The fund runs a portfolio of 57 positions.
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